Intro Call Questionnaire

Intro Call Questionnaire

Please answer the following questions and you will be brought to the scheduling page for an Intro Call

Client #1 - You
Full Name*

First NameLast NameSuffix
Nickname
Date of Birth

MonthDayYear
Date
Primary Email*
example@example.com
Mobile Phone*
By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.
Marital Status

Client # 2 - spouse/partner (optional)
Full Name

First NameLast NameSuffix
Nickname
Date of Birth

MonthDayYear
Date
Primary Email
example@example.com
Mobile Phone
By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.nickname2
Household Name
Household ID

Please be sure to review the full description of our Services & Fees on our website.

Our annual flat fee for ongoing planning and investment management services starts at $10,000 for individuals and $12,000 for couples. These fees include investment management services.

*Fees may be higher for clients with investible assets above $3 million or for more complex situations (e.g., business owners, highly structured legal estates, private or illiquid investments, multiple rental properties, or other complexities). We will quote you a fee amount after our initial consultation.

We realize that this may not fit everyone's budget or situation, and we still want to speak with you! If we cannot help you, we are committed to helping you find someone who can.
Have you reviewed our services and fees page?*

YesNo
Which of the following best describes you?*

We are interested in both financial planning and investment management.We are primarily interested in ongoing financial planning. We prefer to manage investments ourselves.We are interested in an hourly engagement or a one-time projectWe are looking for recommendations on what service model is best for us

How did you find us? If someone referred you, please let us know who so that we can thank them.*
Have you ever worked with a financial advisor before? If so, what was your experience?
What led you to reach out now?
Is there anything else that we should know about before our meeting?

Submit to schedule your call

You will be redirect to Calendly, where you can schedule your intro call.
Should be Empty:

Submit to schedule your call